LEAN CONSTRUCTION INSTITUTE INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LEAN CONSTRUCTION INSTITUTE INC (EIN 82-0525799)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-16
IRS object ID
201941979349300614
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-07-16T08:26:30-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042917204PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANSTISS & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11115 WESTFORD STREETAddressLine1Txt
CityLOWELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01851ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN820525799EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEAN CONSTRUCTION INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEANBusinessNameControlTxt
Phone7033873050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 NORTH 14TH STREET 12TH FLOORAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAN HEINEMEIERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7033873050PhoneNum
Signature2019-06-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND L ANSTISS JRPreparerPersonNm
PTINP00142883PTIN
Phone9784522500PhoneNum
Preparation2019-06-21PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.198.108.100IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-25IPDt
IP Tm11:42:26IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8F3B30BE9761B114002602587B92CC6BF03AFA98AtSubmissionCreationDeviceId
At Submission Filing Device Id828B4C756112436BA83637C705CCBCE80F614336AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALBERT MANSHUM IIIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 NORTH 14TH STREET 12TH FLOORAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22209ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,044,932GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
All Affiliates IncludedYes (1)AllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LEANCONSTRUCTION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTO SERVE AS A CATALYST FOR TRANSFORMING THE DESIGN AND CONSTRUCTION INDUSTRY TO DELIVER VALUE USING LEAN PRINCIPLES AND PRACTICES.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers257TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$36,607PYContributionsGrantsAmt
CY Contributions Grants$24,382CYContributionsGrantsAmt
PY Program Service Revenue$3,755,640PYProgramServiceRevenueAmt
CY Program Service Revenue$3,879,143CYProgramServiceRevenueAmt
PY Investment Income$47,146PYInvestmentIncomeAmt
CY Investment Income$66,117CYInvestmentIncomeAmt
PY Other Revenue$81,071PYOtherRevenueAmt
CY Other Revenue$37,273CYOtherRevenueAmt
PY Total Revenue$3,920,464PYTotalRevenueAmt
CY Total Revenue$4,006,915CYTotalRevenueAmt
PY Grants And Similar Paid$70,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$70,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$933,950PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,041,893CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,964,525PYOtherExpensesAmt
CY Other Expenses$2,766,845CYOtherExpensesAmt
PY Total Expenses$3,968,475PYTotalExpensesAmt
CY Total Expenses$3,878,738CYTotalExpensesAmt
PY Revenues Less Expenses-$48,011PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$128,177CYRevenuesLessExpensesAmt
Total Assets BOY$2,867,645TotalAssetsBOYAmt
Total Assets EOY$2,815,032TotalAssetsEOYAmt
Total Liabilities BOY$714,199TotalLiabilitiesBOYAmt
Total Liabilities EOY$699,734TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,153,446NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,115,298NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionIMPROVE THE PROJECT DELIVERY PROCESS BY DEVELOPING THEORY & TOOLS FOR BOTH THE UNDERSTANDING AND MANAGING OF THE WAY WORK IS PERFORMED. PRIMARILY FOR CONSTRUCTION INDUSTRY APPLICATION. PROVIDE SUPPORT FOR IMPLEMENTATION AND DISSEMINATION OF THE DELIVERY PROCESS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,675,672ExpenseAmt
Revenue$3,444,493RevenueAmt
DescEDUCATIONAL RESEARCH MEETINGS AND FORUMS ORGANIZED TO EXPLORE INNOVATIONS IN LEAN CONSTRUCTION TOOLS AND TECHNIQUES RELATED TO EFFICIENT PROJECT DESIGN AND DELIVERY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$19,543ExpenseAmt
Revenue$65,000RevenueAmt
DescEDUCATIONAL AND TRAINING PROGRAMS OFFERED TO SHARE KNOWLEDGE AND ADDRESS QUESTIONS AND METHODS DERIVED FROM ELEMENTS OF THE LEAN PROJECT DELIVERY SYSTEM.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$206,228ExpenseAmt
Revenue$333,811RevenueAmt
DescEDUCATIONAL MEETINGS ORGANIZED TO ENABLE A COLLECTION OF INDUSTRY LEADERS IN THE COMMUNITY TO PRESENT TOPICS THAT BROADEN THE UNDERSTANDING OF LEAN CONSTRUCTION TO MEMBERS OF THAT COMMUNITY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtGrantGrantAmtDescDescRevenueRevenueAmt
$70,000$70,000SPONSORSHIP OF RESEARCH OF IMPACTS.
$248,636E-LEARNING IS A SERIES OF COURSEWORK WHICH ORGANIZED TO OFFER AND DEVELOP AS ONLINE LERNING PROGRAMS.$35,839
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$318,636TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$70,000TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$35,839TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,220,079TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document20IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7033873050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 NORTH 14TH STREET 12TH FLOORAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22209ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ALBERT MANSHUM III
CHAIRMAN0.40Yes (X)Yes (X)$0$0$0
BERNITA BEIKMANN
VICE CHAIRMAN0.40Yes (X)Yes (X)$0$0$0
TOM SORLEY
TREASURER0.40Yes (X)Yes (X)$0$0$0
MARK KONCHAR
DIRECTOR0.40Yes (X)$0$0$0
WILL LICHTIG
DIRECTOR0.40Yes (X)$0$0$0
STAN CHIU
DIRECTOR0.40Yes (X)$0$0$0
MARK LINENBERGER
DIRECTOR0.40Yes (X)$0$0$0
DIGBY CHRISTIAN
DIRECTOR0.40Yes (X)$0$0$0
MICHAEL MAYRA
DIRECTOR0.40Yes (X)$0$0$0
CHAD HOFFMANN
DIRECTOR0.40Yes (X)$0$0$0
MICHAEL MURRAY
DIRECTOR0.40Yes (X)$0$0$0
ROMANO NICKERSON
DIRECTOR0.40Yes (X)$0$0$0
MICHAEL STAUN
DIRECTOR0.40Yes (X)$0$0$0
VICTOR SANVIDO
DIRECTOR0.40Yes (X)$0$0$0
BILL SEED
DIRECTOR0.40Yes (X)$0$0$0
DAN HEINEMEIER
EXECUTIVE DIRECTOR40.00Yes (X)$237,641$0$28,260
FieldValueIRS element (for citing)
Total Reportable Comp From Org$237,641TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$28,260TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THRESHOLD TECHNOLOGIES INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 TECHNOLOGY DRIVE SUITE 112AddressLine1Txt
CityCANONSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15317ZIPCd
FieldValueIRS element (for citing)
ServicesITServicesDesc
Compensation$187,817CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$24,382AllOtherContributionsAmt
Total Contributions$24,382TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RESEARCH MEETINGS541610$2,301,987$2,301,987
MEMBERSHIP DUES541610$1,286,675$1,286,675
CHAPTER MEETING INCOME541610$223,089$223,089
SEMINAR INCOME541610$43,440$43,440
EDUCATION LEARNING541610$23,952$23,952
FieldValueIRS element (for citing)
Total Program Service Revenue$3,879,143TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$56,179TotalRevenueColumnAmt
Exclusion$56,179ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,509TotalRevenueColumnAmt
Exclusion$20,509ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$15,960SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,022SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,938SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,938TotalRevenueColumnAmt
Exclusion$9,938ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$35,214GrossSalesOfInventoryAmt
Cost Of Goods Sold$31,995CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,219TotalRevenueColumnAmt
Related Or Exempt Func Income$3,219RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$13,545TotalRevenueColumnAmt
Exclusion$13,545ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$13,545OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,006,915TotalRevenueColumnAmt
Related Or Exempt Func Income$3,882,362RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$100,171ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$70,000TotalAmt
Program Services$70,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$274,545TotalAmt
Management And General$274,545ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$618,348TotalAmt
Program Services$162,711ProgramServicesAmt
Management And General$455,637ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$35,813TotalAmt
Program Services$9,719ProgramServicesAmt
Management And General$26,094ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$54,147TotalAmt
Program Services$18,914ProgramServicesAmt
Management And General$35,233ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$59,040TotalAmt
Program Services$13,144ProgramServicesAmt
Management And General$45,896ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$23,305TotalAmt
Program Services$510ProgramServicesAmt
Management And General$22,795ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$116,406TotalAmt
Management And General$116,406ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$16,746TotalAmt
Management And General$16,746ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$345,987TotalAmt
Management And General$345,987ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$46,445TotalAmt
Program Services$46,445ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$51,481TotalAmt
Program Services$5,458ProgramServicesAmt
Management And General$46,023ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$98,800TotalAmt
Program Services$46,865ProgramServicesAmt
Management And General$51,935ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$74,880TotalAmt
Management And General$74,880ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$113,683TotalAmt
Program Services$82,650ProgramServicesAmt
Management And General$31,033ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,269,789TotalAmt
Program Services$1,205,710ProgramServicesAmt
Management And General$64,079ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,253TotalAmt
Management And General$4,253ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,156TotalAmt
Management And General$2,156ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
OUTSIDE SERVICES$591,817$546,856$44,961
EDUCATION PROGRAM$11,097$11,097

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,878,738TotalAmt
Program Services$2,220,079ProgramServicesAmt
Management And General$1,658,659ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$892,941BOYAmt
EOY$477,179EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$12,991BOYAmt
EOY$6,536EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$22,915BOYAmt
EOY$20,901EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$33,812BOYAmt
EOY$95,138EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$21,162LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$12,871LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$12,020BOYAmt
EOY$8,291EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,873,302BOYAmt
EOY$2,156,348EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$30,975EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$19,664BOYAmt
EOY$19,664EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,867,645BOYAmt
EOY$2,815,032EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,125BOYAmt
EOY$56,079EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$648,736BOYAmt
EOY$568,291EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$61,338BOYAmt
EOY$75,364EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$714,199BOYAmt
EOY$699,734EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,150,946BOYAmt
EOY$2,102,298EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,500BOYAmt
EOY$13,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,153,446BOYAmt
EOY$2,115,298EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,867,645BOYAmt
EOY$2,815,032EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$128,177ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$166,325NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,750CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,607CurrentTaxYearMinus1YearAmt
Current Tax Year$24,382CurrentTaxYearAmt
Total$197,239TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,056,379CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,823,708CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,432,992CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,808,842CurrentTaxYearMinus1YearAmt
Current Tax Year$3,879,143CurrentTaxYearAmt
Total$16,001,064TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,108,879CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,858,708CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,481,742CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,845,449CurrentTaxYearMinus1YearAmt
Current Tax Year$3,903,525CurrentTaxYearAmt
Total$16,198,303TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$16,198,303PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,226CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,507CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,390CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,857CurrentTaxYearMinus1YearAmt
Current Tax Year$76,688CurrentTaxYearAmt
Total$258,668TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,226CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,507CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,390CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,857CurrentTaxYearMinus1YearAmt
Current Tax Year$76,688CurrentTaxYearAmt
Total$258,668TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,965CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$550CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$925CurrentTaxYearMinus2YearsAmt
Total$3,440TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$1,569CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$7,529CurrentTaxYearMinus1YearAmt
Current Tax Year$13,545CurrentTaxYearAmt
Total$22,643TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,142,070CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,906,334CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,531,057CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,909,835CurrentTaxYearMinus1YearAmt
Current Tax Year$3,993,758CurrentTaxYearAmt
Total$16,483,054TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98270PublicSupportCY509Pct
Public Support PY5090.98460PublicSupportPY509Pct
Investment Income CY0.01570InvestmentIncomeCYPct
Investment Income PY0.01450InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,162OtherCostOrOtherBasisAmt
Depreciation$12,871DepreciationAmt
Book Value$8,291BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,291TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
PAYROLL TAXES PAYABLE$2,881
ACCRUED PAYROLL$30,794
ACCRUED VACATION$14,185
OTHER PAYROLL LIABILITIES$6,620
CREDIT CARDS$20,884
FieldValueIRS element (for citing)
Total Liability$75,364TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,855,839TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$166,325NetUnrealizedGainsInvstAmt
Revenue Not Reported-$166,325RevenueNotReportedAmt
Revenue Subtotal$4,022,164RevenueSubtotalAmt
Investment Expenses Not Incld$16,746InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$31,995OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$15,249RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,006,915TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,893,987TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$31,995OtherExpensesIncludedAmt
Expenses Not Reported$31,995ExpensesNotReportedAmt
Expenses Subtotal$3,861,992ExpensesSubtotalAmt
Investment Expenses Not Incld2$16,746InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$16,746ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,878,738TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ORGANIZATION HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS, THEREFORE, GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. ASC 740-10, "INCOME TAXES" REQUIRES THE ORGANIZATION TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL OF THE ORGANIZATION'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF BOOKS SOLD -31,995.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF BOOKS SOLD 31,995.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
UNIVERSITY OF WASHINGTON
PO BOX 355726SEATTLEWA98195916001537501(C)(3)$10,000RESEARCH GRANT
THE PENNSYLVANIA STATE UNIVERSITY
104 ENGINEERING UNIT AUNIVERSITY PARKPA16802246000376501(C)(3)$10,000RESEARCH GRANT
THE UNIVERSITY OF TEXAS AT AUSTIN
301 E DEAN KEETON ST STOP C1752AUSTINTX78712746000203501(C)(3)$10,000RESEARCH GRANT
MICHIGAN STATE UNIVERSITY
305 JOHN HANNAH ADMIN BUILDINGEAST LANSINGMI48824386005984501(C)(3)$10,000RESEARCH GRANT
ARIZONA STATE UNIVERSITY
660 S COLLEGE AVENUE ROOM 506 POTEMPEAZ85287860196696501(C)(3)$10,000RESEARCH GRANTBOX 873005
UNIVERSITY OF NEBRASKA-LINCOLN
151 PREM S PAUL RESEARCH CENTERLINCOLNNE68583470049123501(C)(3)$10,000RESEARCH GRANT
UNIVERSITY OF CALIFORNIA
212 MCLAUGHLIN HALL MC 1712BERKELYCA94720946002123501(C)(3)$10,000RESEARCH GRANT
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION RECEIVES REPORTS ON HOW FUNDS ARE SPENT AND ON THE RESULTS OF THE RESEARCH SUPPORTED BY THE GRANT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDAN HEINEMEIERPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$197,641BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$40,000BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$28,260NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$265,901TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE BOARD OF DIRECTORS DETERMINES EXECUTIVE DIRECTORS COMPENSATION BASED ON PERFORMANCE REVIEW.
PART I, LINE 7THE EXECUTIVE DIRECTOR WAS PAID A BONUS DURING THE YEAR DETERMINED BY THE BOARD, BASED ON HIS PERFORMANCE.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BGOVERNING BODY REVIEWS FORM 990 FOR ACCURACY PRIOR TO SIGNING & FILING.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION IS PROPOSED BY THE EXECUTIVE DIRECTOR AND APPROVED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, POLICY & FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.